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Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

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RAFI STRATGIC US (fund)

99 managers (99 13F filers) reported a position in IUS shares at 2025-06-30, 7,016,090 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
99
13F filers
99
New
11
Added
26
Reduced
47
Sold out
9
Shares held by filers
7,016,090

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,445,230$74.4M0.02%+149,16513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC684,623$35.3M0.01%+306,77813F-HRTimelineGroup
Intelligence Driven Advisers, LLC553,625$28.5M4.3%+165,35913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.456,777$23.5M0.04%-19,94913F-HR/ATimelineGroup
RFG - Bristol Wealth Advisors, LLC273,733$14.1M4.37%-191,51813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC251,426$12.9M<0.01%-83313F-HRTimelineGroup
Merit Financial Group, LLC236,620$12.2M0.14%-6,73813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC226,139$11.6M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC220,557$11.4M0.06%-31,23213F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC208,138$10.3M3.53%013F-HRTimeline
Lighthouse Wealth Management Inc.170,065$8.76M7.58%-2,32913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,984$7.31M0.01%-123,89013F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…131,010$6.75M2.5%+24,03713F-HRTimelineGroup
McIlrath & Eck, LLC129,200$6.65M0.76%+7,92213F-HRTimeline
MML INVESTORS SERVICES, LLC122,507$6.31M0.02%+27,66713F-HRTimeline
IFG Advisory, LLC120,660$6.21M0.31%+57913F-HRTimeline
Kingsview Wealth Management, LLC115,203$5.93M0.1%+23013F-HRTimeline
Berkeley, Inc107,390$5.53M1.99%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC104,932$5.4M2.7%+11,64513F-HRTimeline
PFG Advisors92,919$4.79M0.22%+7,09113F-HRTimeline
Geneos Wealth Management Inc.92,682$4.77M0.12%-77,99613F-HRTimeline
Cambridge Investment Research Advisors,…86,886$4.47M0.01%-4,62013F-HRTimeline
Cetera Investment Advisers69,757$3.59M0.01%+7,41413F-HRTimeline
World Investment Advisors67,919$3.5M0.08%-40,20013F-HRTimeline
Tandem Financial, LLC66,181$3.41M3.2%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…58,901$3.03M0.01%+27,11513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC47,630$2.45M<0.01%+8,88513F-HRTimeline
Nova Wealth Management, Inc.43,665$2.25M1.65%+10,60313F-HRTimeline
Davies Financial Advisors, Inc.38,320$1.97M1.53%-4,86513F-HRTimeline
Sovereign Financial Group, Inc.37,330$1.92M0.4%-1,81313F-HRTimeline
AIFG Consultants Ltd.34,518$1.78M3.47%-1,25913F-HRTimeline
Steward Partners Investment Advisory, L…33,948$1.75M0.01%-3,54413F-HRTimeline
CoreCap Advisors, LLC31,331$1.61M0.06%-76613F-HRTimeline
Signal Advisors Wealth, LLC29,029$1.5M0.12%-74,39713F-HRTimeline
Larson Financial Group LLC28,893$1.49M0.06%-13213F-HRTimeline
Foguth Wealth Management, LLC.28,664$1.48M0.32%-79,38413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,160$1.4M<0.01%-12,37013F-HRTimelineGroup
Breakwater Capital Group26,395$1.36M0.22%+11,03613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,536$1.23M<0.01%+16,33613F-HRTimeline
Centerpoint Advisory Group21,232$1.09M0.95%-1,72013F-HRTimeline
Orion Porfolio Solutions, LLC18,789$968K0.01%-22213F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,777$864K<0.01%-46,73613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,981$823K0.01%-1,17113F-HRTimelineGroup
NewEdge Advisors, LLC14,530$748K<0.01%-65813F-HRTimeline
RVW Wealth, LLC14,367$740K0.06%-3513F-HRTimeline
Compound Planning, Inc.13,828$712K0.03%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.13,130$676K0.08%-1,08713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,944$667K<0.01%-2,15013F-HRTimelineGroup
Integrated Wealth Concepts LLC11,157$575K0.01%+1713F-HRTimeline
Sigma Planning Corp10,900$561K0.02%-35613F-HRTimeline
Lokken Investment Group LLC10,689$550K0.21%+3,04813F-HRTimeline
Eaton Financial Holdings Company, LLC10,380$535K0.16%-8,72413F-HRTimeline
Allworth Financial LP10,155$523K<0.01%-28513F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,428$434K0.02%+1,54313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC7,887$406K0.04%-11,18313F-HRTimeline
Farther Finance Advisors, LLC7,813$402K0.01%-14,63213F-HRTimeline
Atria Wealth Solutions, Inc.7,775$400K0.01%+11513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,428$383K0.01%+40613F-HRTimelineGroup
Fermata Advisors, LLC7,255$374K0.1%-313F-HRTimeline
Prospera Financial Services Inc7,147$368K0.01%-1,83413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,245$322K<0.01%-3,51613F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,964$307K0.09%-31313F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,914$304K0.02%-7,65513F-HRTimeline
HighTower Advisors, LLC5,695$293K<0.01%new13F-HRTimeline
Centric Wealth Management5,559$290K0.07%+1713F-HRTimeline
M.E. ALLISON & CO., INC.5,495$283K0.23%013F-HRTimeline
WMG Financial Advisors, LLC5,260$271K0.1%013F-HRTimeline
Richmond Investment Services, LLC4,494$231K0.05%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,329$223K0.01%+5213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,193$216K<0.01%+58513F-HRTimelineGroup
Betterment LLC4,159$214K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,043$208K<0.01%new13F-HR/ATimelineGroup
Lifeworks Advisors, LLC4,023$207K0.03%-64213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,991$206K<0.01%-7,02713F-HRTimelineGroup
Dynamic Advisor Solutions LLC3,972$205K0.01%-79913F-HRTimeline
RFG Advisory, LLC3,957$204K<0.01%-4,15013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,905$201K<0.01%-80913F-HRTimeline
Arax Advisory Partners2,995$154K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,390$123K0.01%013F-HRTimeline
FMR LLCin group FMR LLC2,340$121K<0.01%+1,59713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,235$115K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC1,615$83.6K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,398$72K<0.01%-1,22013F-HRTimelineGroup
Global Retirement Partners, LLC1,360$70K<0.01%13F-HRTimeline
Parvin Asset Management, LLC1,305$67.2K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,164$59.9K<0.01%+513F-HRTimeline
Anchor Investment Management, LLC940$48.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$38.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC673$34.7K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY548$28.2K<0.01%-3213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC493$25.4K0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…291$15K<0.01%-21313F-HRTimelineGroup
Millstone Evans Group, LLC260$13.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA35$1.8K<0.01%-513F-HRTimeline
IFP Advisors, Inc20$1.03K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3$155<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC1$55<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$53<0.01%-2,90713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.